RWR vs OIH overlap
RWR and OIH overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: RWR, SEC Form N-PORT, June 30, 2026; OIH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RWR | OIH |
|---|---|---|
| Morgan Stanley | $40.3M | $120.2M |
| Wells Fargo & Company | $50.7M | $39.3M |
| LPL Financial LLC | $54.9M | $29.4M |
| Bank of America Corp. | $32.2M | $45.6M |
| UBS Group AG | $31.1M | $31.1M |
| Goldman Sachs Group Inc. | $4.3M | $48.6M |
| D. E. Shaw & Co., Inc. | $4.6M | $39.0M |
| Envestnet Asset Management Inc. | $38.4M | $2.0M |
| Royal Bank of Canada | $9.5M | $29.9M |
| JPMorgan Chase & Co | $33.9M | $3.6M |
| Ameriprise Financial Inc. | $26.0M | $7.5M |
| Susquehanna International Group, LLP | $4.5M | $27.0M |
| Two Sigma Investments, LP | $1.5M | $29.2M |
| Qube Research & Technologies Ltd | $194K | $28.4M |
| Truist Financial Corp. | $24.4M | $631K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: RWR institutional holders, OIH institutional holders.
Frequently asked questions
How much do RWR and OIH overlap?
0.0% by weight, with 0 holdings in common, using holdings for RWR as of June 30, 2026 and OIH as of June 30, 2026.
Do institutions hold both RWR and OIH?
89 Form 13F filers report positions in both, out of 464 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.